+60.7%
APO vs WING
-28.1%
+88.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.4% |
| 7D | -1.0% | -3.9% | +2.8% | -0.4% |
| 30D | +3.5% | -11.6% | +15.0% | +5.4% |
| 3M | +4.5% | -24.2% | +28.7% | +8.6% |
| 6M | +22.8% | -54.1% | +76.8% | +40.7% |
| YTD | -6.5% | -53.9% | +47.4% | +6.4% |
| 1Y | +0.8% | -64.4% | +65.2% | +20.2% |
| All | +60.7% | -28.1% | +88.8% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded WING wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling